We are looking for a Relationship Manager to join our expanding support team in Intermediary Sales.
You will provide administration and technical support to a variety of clients, including; Business Development Directors, Independent Financial Advisers, Fund Managers, Third Parties and Intermediary Clients.
Hybrid working - excellent benefits - discretionary annual bonus
Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry.
They are expanding rapidly and are seeking a talented individual to join our team as an Operations Manager / Assistant to the Managing Director.
Our client is dedicated to providing a modern financial planning experience, combining personalised client service with cutting-edge financial technology.
We are delighted to be partnered with our friendly, professional and highly reputable client as they seek to recruit an Account Manager to join their experienced team within their offices in Burgess Hill.
You will ideally come from a print or direct mail background, and to succeed in this role you must be organised, efficient, have excellent attention to detail and the ability to work well under pressure in a fast paced environment to ensure the customers high standards and needs are met.
This role is available due to strong company growth levels and continued expansion following significant investment in the business.
The Account Manager role offers the opportunity to lead client accounts, manage creative projects, and contribute to dynamic marketing campaigns in a fast-paced agency environment.
This leading agency within a prominent marketing services group specializes in providing creative marketing solutions for various industries, including hotel, retail, leisure, and B2B markets.
Strong communication skills, creativity, and relationship-building abilities are key for success in this position.
Job Title/Location: IFA Administrator, West Sussex
Requirements: Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon & Transact
Hybrid: Once through training & settled, there is some WFH flexibility
Gleeson Recruitment Group are pleased to be working with a global FMCG business, based in Birmingham to recruit for a National Account Manager to lead on the continued growth and management of one of the businesses retail stockists.
The role
In this role you will understand customer behaviour and implement and identify new business opportunities within your dedicated account (retailer/stockist).
You will work to develop and implement a successful commercial strategy, that aligns with customer data and internal teams strategy, to increase sales.